IWP

Insight Wealth Partners Portfolio holdings

AUM $180M
1-Year Est. Return 6.68%
This Quarter Est. Return
1 Year Est. Return
+6.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
-$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$846K
2
+$676K
3
+$515K
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$509K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$419K

Top Sells

1
+$1.64M
2
+$1.28M
3
+$1.27M
4
MSFT icon
Microsoft
MSFT
+$788K
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$660K

Sector Composition

1 Technology 8.53%
2 Consumer Discretionary 2.73%
3 Energy 2.16%
4 Industrials 1.35%
5 Financials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.23%
8,860
-498
27
$1.61M 0.22%
16,692
-36
28
$1.59M 0.22%
7,382
+29
29
$1.56M 0.21%
9,536
-3
30
$1.42M 0.19%
51,843
-486
31
$1.37M 0.19%
21,112
+1
32
$1.26M 0.17%
22,343
-213
33
$1.25M 0.17%
16,072
+1,288
34
$1.24M 0.17%
44,437
-5,267
35
$1.19M 0.16%
2,835
-1,870
36
$1.03M 0.14%
17,329
-472
37
$985K 0.14%
9,161
-10
38
$982K 0.13%
12,749
+9
39
$956K 0.13%
88,764
+4,469
40
$888K 0.12%
32,492
-4,915
41
$858K 0.12%
2,439
+13
42
$826K 0.11%
3,413
+12
43
$808K 0.11%
41,578
+5,029
44
$805K 0.11%
34,896
+1,338
45
$801K 0.11%
7,700
46
$772K 0.11%
6,669
47
$768K 0.11%
38,149
+5,316
48
$755K 0.1%
38,744
+5,011
49
$749K 0.1%
18,081
-212
50
$722K 0.1%
1,857
+26
1
2
3 4 5